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RGE STRATEGY VIEW

A Bumpy Road Ahead for Equities

By Gina Sanchez and Ibrahim Gassambe Aug 23, 2010

China: Manufacturing and Industrial Production

China's PMIs Signal a Moderation, Not a Hard Landing

RGE ANALYSIS

The Costs of Oil Drilling

By Mikka Pineda and Gary Clark Jun 24, 2010

United States: Sectors

U.S. Services Sector: Signs of an Impending Moderation?

Global Growth

How Much is Global Manufacturing Cooling?

South Africa: Manufacturing Sector

South African Manufacturing Sector: Sticky Slope Ahead?

Asia/Pacific

China: Manufacturing and Industrial Production

China's PMIs Signal a Moderation, Not a Hard Landing

Will Efforts to Meet Energy Efficiency Targets Solve China's Overcapacity Problem?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Markets : Growth Outlook and Business Cycle : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

China: Economic Profile

How Much Will Chinese Growth Slow in H2?

China's PMIs Signal a Moderation, Not a Hard Landing

China : North East Asia : Asia/Pacific : Emerging Markets : Macro View : Growth Outlook and Business Cycle : Sectors and Industries :

Global Growth

How Much is Global Manufacturing Cooling?

How Strong Will Global Growth Be in 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Markets : Growth Outlook and Business Cycle : Sectors and Industries :

Global Investment Funds

Types of ETFs: Performance Update

Global ETFs: Growth to Continue into 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Markets : Asset Management and Portfolio Choice : Hedge Funds and Private Equity : Money Markets : Sectors and Industries :

Singapore: Manufacturing Sector

Singapore's July IP Slows: Has Manufacturing Growth Peaked?

What is the Outlook for Manufacturing Investment in Singapore?

Singapore : South East Asia : Asia/Pacific : Macro View : Sectors and Industries :

Malaysia: Manufacturing and Investment

Malaysia's July IP Slows on Weakening Electronics Demand

Is Malaysia's Outlook for Domestic Investment Still Bleak?

Malaysia : South East Asia : Asia/Pacific : Macro View : Sectors and Industries :

Macau: Economic Profile

Macau's Economy Booms in H1: No Limit?

Hong Kong and Macau : North East Asia : Asia/Pacific : Macro View : Sectors and Industries :

India: Energy Sector

Is India's Gradual Subsidy Reform a Positive for Fiscal and Economic Policies?

What Will Be India's Policy to Meet its Growing Energy Needs?

India : South Asia : Asia/Pacific : Markets : Energy Security and Supply Risks : Oil and Energy : Sectors and Industries :

China: Sectors

Chinese Shipbuilders and Shippers Benefiting From Government Support

Chinese Airplane Manufacturing: Poised for Global Competition?

China : North East Asia : Asia/Pacific : Macro View : Sectors and Industries :

Global Manufacturing

How Much is Global Manufacturing Cooling?

U.S. Industrial Production Rises; Mixed Signals From Regional Surveys

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Sectors and Industries :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

Tourism Sector

Outlook for the Travel and Hospitality Industry

How Much Will Counter-terrorism Measures Affect the Airline Industry?

Advanced Economies : Asia/Pacific : North America : Macro View : Sectors and Industries :

India: Information Technology Sector

Will Improving Global Conditions Revive India's IT Sector?

India : South Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Markets : Sectors and Industries :

South Korea: Key Sectors

Will South Korean Automakers Continue to Grab Global Market Share?

Is South Korea’s Shipbuilding Sector Set to Recover in 2010?

North East Asia : South Korea : Asia/Pacific : Macro View : Sectors and Industries :

Taiwan: Electronics Sector

Is Taiwan's Electronics Sector Consolidating?

North East Asia : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Sectors and Industries :

India: Airline Sector

Will the Indian Government Bailout the Public Airline?

Do Problems in India's Airline Industry Persist Beyond Economic Slowdown?

India : South Asia : Asia/Pacific : Macro View : Markets : Sectors and Industries :

Singapore: Real Estate Market

Will Another Round of Cooling Measures Dampen Home Prices in Singapore?

Singapore : South East Asia : Asia/Pacific : Markets : Sectors and Industries :

Natural Gas Prices

Will Natural Gas Prices Rise as Supply Glut Turns Into Deficit?

Is Natural Gas's Link to Oil Prices Weakening?

Asia/Pacific : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil and Energy : Sectors and Industries :

Indonesia: Commodity Market

What Impact Will Rising Food Prices Have on Indonesia?

How Is Indonesia's Mining Sector Responding to Global Cues?

Indonesia : South East Asia : Asia/Pacific : Macro View : Markets : Sectors and Industries :

Thailand: Investment

Construction on Thailand's Map Ta Phut Industrial Complex Will Finally Resume

Thai Auto Sector and the Costs of Greening Thailand

South East Asia : Thailand : Asia/Pacific : Macro View : Growth Outlook and Business Cycle : Sectors and Industries :

Europe

Global Growth

How Much is Global Manufacturing Cooling?

How Strong Will Global Growth Be in 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Markets : Growth Outlook and Business Cycle : Sectors and Industries :

Global Investment Funds

Types of ETFs: Performance Update

Global ETFs: Growth to Continue into 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Markets : Asset Management and Portfolio Choice : Hedge Funds and Private Equity : Money Markets : Sectors and Industries :

Turkey and Geopolitical Energy Issues

Turkey at an Energy Crossroads: Turkish-Azerbaijani Gas Deal Fuels Hopes in the EU

Shifting Alliances and Energy Blackmailing in Central Asia: Follow The Pipe

Turkey : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Oil and Energy : Sectors and Industries :

Central Europe: Auto Sector

Auto Production in 'Detroit of Europe': Bright Future?

The Opel Saga: German Deal With Magna Causes Political Rifts Across Europe

Central Europe : Czech Republic : Hungary : Poland : Slovakia : Europe : Macro View : Sectors and Industries :

Oil and Gas Sector

What Was the 2009 Performance of Oil Majors?

Natural Gas Consolidation

Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

Germany: Export Sector

German Exports Return to Pre-Crisis Levels

Germany's Export-Led Growth Model: In Need of Rebalancing?

Eurozone : Germany : Europe : Macro View : Markets : International Trade and Globalization : Sectors and Industries :

Global Manufacturing

How Much is Global Manufacturing Cooling?

U.S. Industrial Production Rises; Mixed Signals From Regional Surveys

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Sectors and Industries :

Nordics: Housing Markets

Nordic Housing Market: Diverging Price Cycles

Danish Mortgage Bond Market: What Makes It Special?

Denmark : Finland : Nordics : Norway : Sweden : Europe : Markets : Real Estate Sector : Residential : Sectors and Industries :

Nordics: Industrial Sector

Brighter Outlook for Swedish Auto Sector

Denmark : Iceland : Nordics : Norway : Sweden : Europe : Macro View : Sectors and Industries :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

Private Equity and Sovereign Wealth Funds in Germany

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

Eurozone : Germany : Europe : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth : Hedge Funds and Private Equity : Sectors and Industries :

The Global Insurance Industry

MGIC, Radian Private Mortgage Insurers in Trouble: Another Hampered Business Post-Subprime Crisis?

AIG, the Bottomless Pit: Should Counterparties Co-Pay for Bailout?

Advanced Economies : Europe : North America : Capital Market Intermediaries : Muni Bonds and Auction Rate Securities : Sectors and Industries :

Natural Gas Prices

Will Natural Gas Prices Rise as Supply Glut Turns Into Deficit?

Is Natural Gas's Link to Oil Prices Weakening?

Asia/Pacific : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil and Energy : Sectors and Industries :

Germany: Sectors and Industries

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

What is the Potential of the German Services Sector?

Eurozone : Germany : Europe : Macro View : Markets : Sectors and Industries :

France: Real Estate Sector

What is the Outlook for France's Housing Market?

France : Europe : Macro View : Markets : Real Estate Sector : Residential : Sectors and Industries :

Switzerland: Banking Sector

How Much Black Money is Hidden in Swiss Bank Accounts?

Swiss Banks and Systemic Risk: 'Too Big to Bail'?

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues : Macro View : Sectors and Industries :

Latin America

Global Investment Funds

Types of ETFs: Performance Update

Global ETFs: Growth to Continue into 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Markets : Asset Management and Portfolio Choice : Hedge Funds and Private Equity : Money Markets : Sectors and Industries :

Middle East and Africa

Global Investment Funds

Types of ETFs: Performance Update

Global ETFs: Growth to Continue into 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Markets : Asset Management and Portfolio Choice : Hedge Funds and Private Equity : Money Markets : Sectors and Industries :

GCC: Corporate Sector

GCC Corporate Governance: Another Pre-Requisite for Long Term Growth?

Is The Outlook for Middle East Shipping Picking Up?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : United Arab Emirates : Middle East and Africa : Macro View : Sectors and Industries :

Oil and Gas Sector

What Was the 2009 Performance of Oil Majors?

Natural Gas Consolidation

Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

South Africa: Manufacturing Sector

South African Manufacturing Sector: Sticky Slope Ahead?

South Africa Mining: A Drag on the Economy?

South Africa : Middle East and Africa : Macro View : Sectors and Industries :

Middle East: Energy Sector

Heat Wave Exposes MENA Power Supply Vulnerabilities

GCC—Committed to Renewable Energy Projects

Egypt : Gulf Cooperation Council : Iran : Iraq : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Maghreb : United Arab Emirates : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Markets : Climate Change and Natural Resources : Energy Security and Supply Risks : Sectors and Industries :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

MENA: Health Care and Retirement

MENA Health Care: Growing Opportunities?

Gulf Cooperation Council : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Sectors and Industries :

Natural Gas Prices

Will Natural Gas Prices Rise as Supply Glut Turns Into Deficit?

Is Natural Gas's Link to Oil Prices Weakening?

Asia/Pacific : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil and Energy : Sectors and Industries :

North America

Global Growth

How Much is Global Manufacturing Cooling?

How Strong Will Global Growth Be in 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Markets : Growth Outlook and Business Cycle : Sectors and Industries :

Global Investment Funds

Types of ETFs: Performance Update

Global ETFs: Growth to Continue into 2010?

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Markets : Asset Management and Portfolio Choice : Hedge Funds and Private Equity : Money Markets : Sectors and Industries :

Transportation Sector

New Measure Reduces Risk of Volcano-Related Flight Cancellations

Transport Sector Recovery Hurt By Air Traffic Disruptions

North America : Geostrategic and Long Term Issues : Macro View : Sectors and Industries :

Oil and Gas Sector

What Was the 2009 Performance of Oil Majors?

Natural Gas Consolidation

Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

United States: Industrial and Corporate Sector

Is U.S. Business Investment Looking Significantly Slower in Q3 2010?

U.S. Industrial Production Rises; Mixed Signals From Regional Surveys

United States : North America : Macro View : Sectors and Industries :

United States: Sectors

U.S. Services Sector: Signs of an Impending Moderation?

Pharmaceuticals: More Headwinds in 2010?

United States : North America : Geostrategic and Long Term Issues : Macro View : Sectors and Industries :

U.S. Power Sector

A U.S. Smart Grid: From Concept to Reality?

United States : North America : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Energy Security and Supply Risks : Sectors and Industries :

Global Manufacturing

How Much is Global Manufacturing Cooling?

U.S. Industrial Production Rises; Mixed Signals From Regional Surveys

Advanced Economies : Asia/Pacific : Emerging Markets : Europe : North America : Macro View : Sectors and Industries :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

Tourism Sector

Outlook for the Travel and Hospitality Industry

How Much Will Counter-terrorism Measures Affect the Airline Industry?

Advanced Economies : Asia/Pacific : North America : Macro View : Sectors and Industries :

The Global Insurance Industry

MGIC, Radian Private Mortgage Insurers in Trouble: Another Hampered Business Post-Subprime Crisis?

AIG, the Bottomless Pit: Should Counterparties Co-Pay for Bailout?

Advanced Economies : Europe : North America : Capital Market Intermediaries : Muni Bonds and Auction Rate Securities : Sectors and Industries :

Natural Gas Prices

Will Natural Gas Prices Rise as Supply Glut Turns Into Deficit?

Is Natural Gas's Link to Oil Prices Weakening?

Asia/Pacific : Europe : Middle East and Africa : North America : Macro View : Markets : Natural Gas : Oil and Energy : Sectors and Industries :

RGE Analysis

U.S. Employment Report: Better or Worse? It's All About Perspective

By Christian Menegatti and Prajakta Bhide Sep 3, 2010

MENA FOCUS

Power Shortages Plague MENA

Maya Rusinowicz and Rachel Ziemba Sep 1, 2010

LATAM FOCUS

Brazil’s Industrial Output Disappoints; Dilma Favorite for Presidency

Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Sep 1, 2010

CROSS ASSET MONTHLY

Credit: Who Gets Their Pound of Flesh?

David Nowakowski Aug 31, 2010

CROSS ASSET MONTHLY

Currencies: The End of Exuberance

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Emerging Markets: At the Cross Roads

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Executive Summary: States of Flux: Stay Risk Averse

Arnab Das Aug 31, 2010

LATAM FOCUS

Brazil’s Inflation Reaches Bottom; Mexico on a Rocky Growth Path

Bertrand Delgado, Juan Lorenzo Maldonado and Ana Pulido Aug 25, 2010

North America Focus: Weak U.S. Data Spark 'Race to the Bottom'; Canada's Consumers Still Cool

By Prajakta Bhide, Tetiana Sears, Christian Menegatti and Rachel Ziemba Aug 23, 2010

Brazil: Economic Activity Consolidating to a Slower Pace

By Bertrand Delgado Aug 12, 2010

LATAM FOCUS

Mexico and the U.S. Together for the Good Times and Bad

Bertrand Delgado and Juan Lorenzo Maldonado Aug 11, 2010

North America Focus: U.S. Flying on One Engine; Canadian Labor Market Flashing Red?

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Aug 9, 2010

LATAM FOCUS

Chile Recovers While Venezuelan Inflation Surprises on Downside

Bertrand Delgado and Juan Lorenzo Maldonado Aug 6, 2010

MENA Focus: Grasping for a New Normal for MENA Credit

By Rachel Ziemba, Ayah El Said and Maya Rusinowicz Aug 4, 2010

North America Focus: U.S. Economy Proceeds Sluggishly; U.S. and Canadian Labor Markets Examined

By Prajakta Bhide, Tetiana Sears, Christian Menegatti and Rachel Ziemba Aug 2, 2010

RGE STRATEGY VIEW

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila Jul 27, 2010

The Costs of Oil Drilling

By Mikka Pineda and Gary Clark Jun 24, 2010

Australia’s Big, Bad Mining Tax: What’s at Stake?

By Mikka Pineda May 25, 2010

Q4 U.S. GDP Growth: Going Beyond the Headlines

By Christian Menegatti and Prajakta Bhide Feb 26, 2010

U.S. Retail Sales Grow in October, But Watch the Holiday Season

Christian Menegatti and Prajakta Bhide Nov 16, 2009

Aabar-Daimler: Abu Dhabi Makes a Bid for the Auto Sector?

Rachel Ziemba Mar 23, 2009

EconoMonitors

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Brazil's Economy Exhales

Bertrand Delgado Sep 8, 2010

Europe EconoMonitor

What Lies Beneath Turkey’s Stellar Tourism Statistics?

Emre Deliveli Sep 2, 2010

Asia EconoMonitor

China Auto Sales: What's the Deal?

Adam Wolfe Sep 2, 2010

Finance & Markets Monitor

European Market Snapshot: Most Markets Close Higher on Better Than Forecasted U.S. Consumer Sentiment and Home Prices

Ibrahim Gassambe Aug 31, 2010

Finance & Markets Monitor

Asian Market Snapshot: Stocks Fall on Anticipation of Today's U.S. Economic Data

Ibrahim Gassambe Aug 31, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Fall on Smaller Than Expected Personal Income Growth

Ibrahim Gassambe Aug 30, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Most Markets Close Lower as Declines in Germany and France Offset Gains in Switzerland and Greece

Ibrahim Gassambe Aug 30, 2010

Asia EconoMonitor

Asian Market Snapshot: Stocks Gain on Speculation Japan and U.S. Governments Will Support Growth

Ibrahim Gassambe Aug 30, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Up on Bernanke’s Comments but Down for the Week

Tetiana Sears Aug 27, 2010

Asia EconoMonitor

Asian Market Snapshot: Stocks Gained on Optimism About Corporate Earnings and Better than Expected U.S. Job Data

Ibrahim Gassambe Aug 27, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Decline Amid Persistent Economic Worries

Tetiana Sears Aug 26, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Rise on Better than Expected U.S. Jobs Data and Upbeat Corporate Earnings

Ibrahim Gassambe Aug 26, 2010

Asia EconoMonitor

Asian Market Snapshot: Most Stocks Rise on Cheap Valuation, Weaker Yen and Speculation Fed Will Act

Ibrahim Gassambe Aug 26, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise Despite Weak Economic Data

Tetiana Sears Aug 25, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Drop for Second Day on Disappointing U.S. Durable Goods Orders and New Home Sales

Ibrahim Gassambe Aug 25, 2010

Asia EconoMonitor

Asian Market Snapshot: Stocks Fall on Dismal Investor Sentiment Over Sluggish U.S. Home Sales and Ireland’s Downgrade by S&P

Ibrahim Gassambe Aug 25, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Plunge on Economic Worries

Tetiana Sears Aug 24, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Drop on Dismal U.S. Home Sales Data

Ibrahim Gassambe Aug 24, 2010

Asia EconoMonitor

Asian Market Snapshot: Most Stocks Fall Amid Speculation on U.S. Home Sales Report

Ibrahim Gassambe Aug 24, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Lingering Economic Worries

Tetiana Sears Aug 23, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Rise Bolstered by Brightened Prospects for M&A Activity

Tetiana Sears Aug 23, 2010

Asia EconoMonitor

Asian Market Snapshot: Stocks Fall over Concerns of Upcoming U.S. Data

Ibrahim Gassambe Aug 23, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Fall on Declines in Construction Related Shares

Ibrahim Gassambe Aug 20, 2010

Asia EconoMonitor

Asia Market Snapshot: Stocks Fall for the First Time in Four Days on Weakening International Demand

Ibrahim Gassambe Aug 20, 2010

RGE Analysts' EconoMonitor

Venezuela’s GDP Surprises on the Upside

Bertrand Delgado and Juan Lorenzo Maldonado Aug 20, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Slide Amid Recurring Worries Over Economic Recovery

Tetiana Sears Aug 19, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Fall as Weak U.S. Data Trumps UK Retail Sales and German Growth Outlook

Ibrahim Gassambe Aug 19, 2010

Peterson Institute for International Economics Monitor

India's Growth Paradox

Arvind Subramanian Aug 19, 2010

Asia EconoMonitor

Asian Market Snapshot: Stocks Rise on Speculation the BoJ Will Ease Monetary Policy

Ibrahim Gassambe Aug 19, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise on Takeover Speculation Around Commodities Producers and Homebuilders

Ibrahim Gassambe Aug 18, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Fall as Energy and Mining Stocks Decline

Ibrahim Gassambe Aug 18, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Most Stocks Rise on U.S. Industrial Production and Strong Corporate Earnings

Ibrahim Gassambe Aug 18, 2010

RGE Analysts' EconoMonitor

Peru’s Economic Activity Pushes GDP Growth to 12.74%

Bertrand Delgado and Juan Lorenzo Maldonado Aug 18, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Rise on Corporate Earnings and Takeover Bid

Tetiana Sears Aug 17, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Rise on Strong Corporate Earnings and Better than Expected U.S. Industrial Production

Ibrahim Gassambe Aug 17, 2010

Asia EconoMonitor

Asian Market Snapshot: Most Stocks Rise on Gains in Australian Banks and Hong Kong Developers

Ibrahim Gassambe Aug 17, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Mixed Amid Uncertainty About Economic Recovery

Tetiana Sears Aug 16, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Most Stocks Fall on Concerns Over Global Growth

Ibrahim Gassambe Aug 16, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Most Asian Stocks Fall on Declines in Japanese Growth

Ibrahim Gassambe Aug 16, 2010

RGE Analysts' EconoMonitor

Peru: Domestic Demand Supporting Growth

Bertrand Delgado and Juan Lorenzo Maldonado Aug 16, 2010

Asia EconoMonitor

Asian Market Snapshot: Stocks Gain on Encouraging Corporate Earnings Reports

Obinnaya Okwara Aug 13, 2010

Asia EconoMonitor

Asian Market Snapshot: Markets Continue to Struggle on Growth Concerns

Obinnaya Okwara Aug 12, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Tumble Amid Intensified Worries Over Economic Growth

Tetiana Sears Aug 11, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Fall Amid Growing Concerns Over Economic Health

Tetiana Sears Aug 10, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Fall on Weakness in U.S. Productivity and Chinese Slowdown

Ibrahim Gassambe Aug 10, 2010

Asia EconoMonitor

Asian Market Snapshot: Stocks Down on Weak Chinese Trade Data

Obinnaya Okwara Aug 10, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise Ahead of the FOMC Meeting

Tetiana Sears Aug 9, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Rise on Speculation the Fed Will Act to Stimulate Economy

Obinnaya Okwara Aug 9, 2010

US EconoMonitor

Current Economic Conditions

James Hamilton Aug 9, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Labor Data, but Still Higher for the Week

Tetiana Sears Aug 6, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Unexpected Rise in Jobless Claims

Obinnaya Okwara Aug 5, 2010

Asia EconoMonitor

Asian Market Snapshot: Asian Stocks Mixed Amid Uncertain Global Economic Outlook

Obinnaya Okwara Aug 5, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Downbeat Economic Data

Tetiana Sears Aug 3, 2010

Finance & Markets Monitor

Asian Market Snapshot: Markets Mostly Up as Investor Concern over Global Recovery Eases

Obinnaya Okwara Aug 3, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Surge on Earnings and Economic Data

Tetiana Sears Aug 2, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Most Stocks Rise on Strong Corporate Earnings and Better than Expected Economic Data

Ibrahim Gassambe Aug 2, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Asian Stocks Rise on Strong Earnings Reports and Improved Forecasts

Obinnaya Okwara Aug 2, 2010

RGE Analysts' EconoMonitor

Latin America Market Snapshot: Bovespa Maintains Winning Streak While Rest of Markets Show Mild Losses

Ana Pulido-Carrillo Jul 30, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Fall on Fading Optimism About Economic Health

Tetiana Sears Jul 29, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Most Stocks Fall as Concerns Over U.S. Q2 Slowdown Outweigh Gains in Telecom

Ibrahim Gassambe Jul 29, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Markets Show Mixed Results on News From Federal Reserve

Obinnaya Okwara Jul 29, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Stocks Gain on Optimism From Corporate Earnings

Obinnaya Okwara Jul 28, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Mixed With the Dow Up

Tetiana Sears Jul 27, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Rise on Strong Bank Earnings and Softer Capital Rules

Ibrahim Gassambe Jul 27, 2010

Asia EconoMonitor

Asian Market Snapshot: Markets Mostly Up on Increase in U.S. New Home Sales

Obinnaya Okwara Jul 27, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise on Housing Data

Tetiana Sears Jul 26, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Rise on Bank Stress Test Results and U.S. Home Sales Data

Obinnaya Okwara Jul 26, 2010

Asia EconoMonitor

Asian Market Snapshot: Most Markets Gain as EU Stress Test Results Ease Concerns

Obinnaya Okwara Jul 26, 2010

US EconoMonitor

U.S. Market Snapshot: Stocks Rise and Post Weekly Gains on Corporate News and EU Banks Test Results

Tetiana Sears Jul 23, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: European Markets Edged Higher Today on German Business Confidence and UK GDP Growth.

Ibrahim Gassambe Jul 23, 2010

Asia EconoMonitor

Asian Market Snapshot: Asian Markets Rise on Momentum from U.S. Equities

Obinnaya Okwara Jul 23, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Corporate Earnings Reports Trump Weak Economic Data as U.S. Stocks Gain

Obinnaya Okwara Jul 22, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Markets Ended higher Today on Investors’ Optimism About the Recovery

Ibrahim Gassambe Jul 22, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Markets Show Mixed Results on Bernanke’s Senate Testimony

Obinnaya Okwara Jul 22, 2010

Finance & Markets Monitor

U.S. Market Snapshot: U.S. Stocks Fall on Fed’s Dim Economic Outlook

Tetiana Sears Jul 21, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Equities Surge on Strong Earnings Reports

Obinnaya Okwara Jul 21, 2010

Asia EconoMonitor

Asian Market Snapshot: Most Asian Markets Gain as Earnings Reports Provide Optimistic Outlook

Obinnaya Okwara Jul 21, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise in Late Trading

Tetiana Sears Jul 20, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Markets Struggle Amid Poor U.S. Earnings and European Fiscal Issues

Obinnaya Okwara Jul 20, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Up as Earnings Optimism Returns

Tetiana Sears Jul 19, 2010

Europe EconoMonitor

European Market Snapshot: Major Bourses Fall on Monday with the Release of More Discouraging Economic News

Obinnaya Okwara Jul 19, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Most Asian Markets Fall as Concern over U.S. Q2 Earnings Trump Chinese Stocks Rally and M&A News

Ibrahim Gassambe Jul 19, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Plunge on Growth Concerns

Tetiana Sears Jul 16, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Markets Dropped to Close the Week Lower

Ibrahim Gassambe Jul 16, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Stocks Fall as Investor Sentiment Weakened on Concern over U.S. Recovery

Ibrahim Gassambe Jul 16, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Mixed on Weak Economic Data

Tetiana Sears Jul 15, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Markets Pare Earlier Gains to Close Lower as Lackluster Economic Data from the U.S. and China Eclipse Strong Earnings

Ibrahim Gassambe Jul 15, 2010

Asia EconoMonitor

Asia Market Snapshot: Stocks Fell on Concern over Economic Recovery as China slows and U.S. Fed Cuts Growth Forecast

Ibrahim Gassambe Jul 15, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Wobble on Bleak Prospects for Growth

Tetiana Sears Jul 14, 2010

RGE Analysts' EconoMonitor

Europe Market Snapshot: Markets Snap Back to End Flat as Gains in Technology Offset Losses in Mining, Autos, and U.S. Retail Sales

Ibrahim Gassambe Jul 14, 2010

Asia EconoMonitor

Asia Market Snapshot: Asian Stocks Rise on Intel Sales and Singapore's Growth Forecast

Ibrahim Gassambe Jul 14, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rally on Upbeat Q2 Earnings

Tetiana Sears Jul 13, 2010

RGE Analysts' EconoMonitor

Europe Market Snapshot: Markets Climbed as Upbeat Earnings Trumped Portugal's Rating Cut

Ibrahim Gassambe Jul 13, 2010

Asia EconoMonitor

Asia Market Snapshot: Asian Stocks Fall as China Reaffirms Limiting Property Market Speculation

Ibrahim Gassambe Jul 13, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Up on Q2 Earnings Optimism

Tetiana Sears Jul 12, 2010

Finance & Markets Monitor

Europe Market Snapshot: Markets Rise as BP Rallies

Ibrahim Gassambe Jul 12, 2010

Finance & Markets Monitor

Asia Market Snapshot: Most Asian Stocks Fall on Concerns over Japanese Debt Despite Gains in Mining and Developers

Ibrahim Gassambe Jul 12, 2010

RGE Analysts' EconoMonitor

Market Snapshot: Friday Marks the End of a Great Week for U.S. Stocks

Obinnaya Okwara Jul 9, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Surge Again

Obinnaya Okwara Jul 8, 2010

Finance & Markets Monitor

Market Snapshot: The Climb Continues for Second Consecutive Day

Obinnaya Okwara Jul 7, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Rebound to Interrupt Downward Trend

Obinnaya Okwara Jul 6, 2010

Finance & Markets Monitor

Market Snapshot: The Downward Trend Persists for U.S. Stocks

Obinnaya Okwara Jul 2, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Continue to Fall on Bleak Economic News

Obinnaya Okwara Jul 1, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Indices Down More Than 10% for Q2 2010

Tetiana Sears Jun 30, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Hammered Amid Global Recovery Worries

Tetiana Sears Jun 29, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Fall as Recovery Worries Persist

Tetiana Sears Jun 28, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Rise for the Day But Fall for the Week

Tetiana Sears Jun 25, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Fall on Weak U.S. Housing Data and Fed Comments

Tetiana Sears Jun 23, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Fall on Weak U.S. Economic Data

Tetiana Sears Jun 22, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Lower on Renewed Worries over Eurozone Debt Crisis

Tetiana Sears Jun 21, 2010

US EconoMonitor

Joe Barton and the Big Big Debate

Robert Reich Jun 18, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Rise in Late Trading Despite Weak Employment Data

Tetiana Sears Jun 17, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Mixed on Downbeat Housing Data

Tetiana Sears Jun 16, 2010

Emerging Markets Monitor

RGE's Wednesday Note: The Economics of the World Cup

Kavitha Cherian and Rachel Ziemba Jun 16, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Surge on Hopes for Global Recovery

Tetiana Sears Jun 15, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Slide in Late Trading

Tetiana Sears Jun 14, 2010

Emerging Markets Monitor

China’s Coming Boost to the Rural Sector

Bradley Gardner Jun 14, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Higher for the Week Following 3 Weeks of Declines

Tetiana Sears Jun 11, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Surge on Improved Outlook for Global Recovery

Tetiana Sears Jun 10, 2010

Global Macro EconoMonitor

Economy Recovering Slowly but Not So Surely

John Graham and Kate O'Sullivan Jun 9, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Slide in Late Trading

Tetiana Sears Jun 9, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Rebound From 7-Month Lows

Tetiana Sears Jun 8, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Hit 7-Month Lows

Tetiana Sears Jun 7, 2010

US EconoMonitor

Current Economic Conditions

James Hamilton Jun 7, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Tumble on Employment Data

Tetiana Sears Jun 4, 2010

Global Macro EconoMonitor

Russia and New Zealand Will Soon Engage in Formal Free Trade Discussions

Sarah Miers Jun 4, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Higher on Positive Labor Data

Tetiana Sears Jun 3, 2010

Global Macro EconoMonitor

Manufacturing Sector Demonstrates Global Recovery

Edward Harrison Jun 3, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Energy Stocks Lead Advances in U.S. Major Indices

Tetiana Sears Jun 2, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Energy Stocks Pressured by BP’s Failure to Plug Oil Leak

Tetiana Sears Jun 1, 2010

Asia EconoMonitor

How Much Does a Mine Cost?

Mikka Pineda Jun 1, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Rally as Eurozone Debt Worries Recede

Tetiana Sears May 27, 2010

US EconoMonitor

U.S. Growth: Slowdown Ahead

Prajakta Bhide and Christian Menegatti May 27, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Lower on Lingering Worries over Eurozone Debt Crisis

Tetiana Sears May 26, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Mixed After Recouping Most of Intraday Losses

Tetiana Sears May 25, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Rise As Financial Reform Calms Investors

Tetiana Sears May 21, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Plunge on Short Selling Ban in Germany

Tetiana Sears May 18, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Recover Daily Losses in Late Trading

Tetiana Sears May 17, 2010

Global Macro EconoMonitor

Inflation, Taxation, and the Underground Economy

James Hamilton May 16, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Lower on Banks Probe and Econ Data

Tetiana Sears May 13, 2010

US EconoMonitor

Consumption and Imports: A Snapshot

Menzie Chinn May 13, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Rally As Eurozone Debt Worries Ebb

Tetiana Sears May 12, 2010

RGE Analysts' EconoMonitor

A Mixed Picture from China’s Data Dump, but Still Not Tightening

Adam Wolfe May 12, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Slide on Eurozone Sovereign Debt Concerns

Tetiana Sears May 11, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Surge on EU Rescue Package

Tetiana Sears May 10, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Post Steep Weekly Losses

Tetiana Sears May 7, 2010

Nouriel Roubini's EconoMonitor

Roubini on CNBC Squawk Box - Market Turmoil, Eurozone, and Crisis Economics

Nouriel Roubini May 7, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Sell-Off on European Debt Crisis

Tetiana Sears May 6, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Pressured by Europe Debt Contagion Risk

Tetiana Sears May 5, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Slide on Greece and Debt Contagion Risk

Tetiana Sears May 5, 2010

US EconoMonitor

The Rebirth of Regulation

Robert Reich May 4, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Higher on U.S. Economic Data

Tetiana Sears May 3, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Lower for the Week, but Higher for the Month

Tetiana Sears Apr 30, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Gain on Strong Corporate Earnings

Tetiana Sears Apr 29, 2010

Finance & Markets Monitor

Market Snapshot: Eurozone Debt Contagion Fears Weigh on U.S. Stocks

Tetiana Sears Apr 27, 2010

RGE Analysts' EconoMonitor

The IMF on Imbalances: Back to Business as Usual?

Rachel Ziemba Apr 23, 2010

RGE Analysts' EconoMonitor

Market Snapshot: No Surprises in Financial Reform Help Lift U.S. Stocks

Tetiana Sears Apr 22, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Reading the Tea Leaves for Q2 and Beyond

Christian Menegatti, Rachel Ziemba, and Nouriel Roubini Apr 21, 2010

Europe EconoMonitor

Growth Surprises and Drivers Are Changing in Eastern Europe

Marcus Svedberg Apr 20, 2010

Emerging Markets Monitor

China's Recent Trade Deficit: Is What You Yuan What You're Gonna Get?

Edward Hugh Apr 19, 2010

US EconoMonitor

An Auspicious Sign: the Consumer (for Now) Is Back

Rebecca Wilder Apr 16, 2010

RGE Analysts' EconoMonitor

Unpacking China's Trade Deficit

Rachel Ziemba Apr 12, 2010

Europe EconoMonitor

The Turkish Rainbow Tour

Emre Deliveli Apr 9, 2010

US EconoMonitor

Waxman's Witch Hunt and U.S. Business Intimidation

Joseph Mason Apr 7, 2010

US EconoMonitor

The U.S. Economy: On the Surface and Under the Hood

Rebecca Wilder Apr 4, 2010

US EconoMonitor

Red States, Blue States and the Distribution of Federal Spending

Jeffrey Frankel Apr 1, 2010

Emerging Markets Monitor

China’s Debt Bubble: When Will the Ponzi Unravel?

Yves Smith Apr 1, 2010

US EconoMonitor

Can't Help but Put ISM and Confidence Surveys Together: Looks a Little Off

Rebecca Wilder Apr 1, 2010

Latin America Economonitor

Taxes on Companies

Eduardo Lora Mar 26, 2010

Emerging Markets Monitor

Productivity Is a Question of Credit

Eduardo Lora Mar 24, 2010

RGE Analysts' EconoMonitor

Will There Be Enough Lead for All Those New Cars and Trucks?

Mikka Pineda Mar 24, 2010

Europe EconoMonitor

The Rite of Spring

Emre Deliveli Mar 22, 2010

US EconoMonitor

Extolling the Corporate Squeeze of Workers?

Yves Smith Mar 22, 2010

Emerging Markets Monitor

China’s Exporters Hanging by a Thread?

Yves Smith Mar 19, 2010

US EconoMonitor

9 Months after the Most Economically Atrocious Piece of Legislation in 2009 (Cash for Clunkers)

Rebecca Wilder Mar 19, 2010

Europe EconoMonitor

The German Economy Is Essentially "Intact"

Edward Hugh Mar 11, 2010

Emerging Markets Monitor

Africa Is Back

Dominique Strauss-Kahn Mar 10, 2010

Global Macro EconoMonitor

Economy Slowly Improving but Risks Posed by Weak Employment and Tight Credit Remain

John Graham and Kate O'Sullivan Mar 4, 2010

Global Macro EconoMonitor

Yemen’s Push into the Gas Sector Fails to Stimulate Great Excitement and Raises Disturbing Questions

Fawzia Sheikh Mar 4, 2010

Global Macro EconoMonitor

The "Three Speed" Global Manufacturing Recovery Continues in February

Edward Hugh Mar 2, 2010

RGE Analysts' EconoMonitor

Canada’s Growth: Not Yet a Win?

Rachel Ziemba Mar 2, 2010

Asia EconoMonitor

Japan: GDP - Exports - Manufacturing - Autos - Toyota

Rebecca Wilder Feb 24, 2010

RGE Analysts' EconoMonitor

Latin America: A Closer Look at Inflation and Growth Dynamics in Brazil, Mexico, Argentina and Colombia

Bertrand Delgado, Juan Lorenzo Maldonado, and Christian Menegatti Feb 23, 2010

RGE Analysts' EconoMonitor

Stars Align for an Early Hike in Brazil, Mexico's Regulators Ease Pension Fund Investment Rules

Bertrand Delgado and Juan Lorenzo Maldonado Feb 18, 2010

RGE Analysts' EconoMonitor

LatAm Update: Brazil Inflation Tops Expectations, Peru GDP Grows Robustly

Bertrand Delgado Feb 16, 2010

Nouriel Roubini's EconoMonitor

RGE's Wednesday Note - Global Trade in Recovery Mode

Arpitha Bykere Feb 10, 2010

Global Macro EconoMonitor

2010: The Short Term Strategic Outlook – Beyond the Statements

Gregory R. Copley Feb 2, 2010

Latin America Economonitor

A New Latin American Boom Seems to be Starting but it will be Plagued with Risks

Eduardo Lora Feb 2, 2010

US EconoMonitor

Fischisms: The Economic Bandwagon - Potholes Could Make for an Uncomfortable Derailment

Gene Fisch, Jr. and Archana Sivadasan Feb 1, 2010

US EconoMonitor

GDP up 5.7%, Fastest Rate Since 2003

Edward Harrison Jan 31, 2010

Europe EconoMonitor

The Italian Lion Sleeps Tonight, and Yet Awhile..........

Edward Hugh Jan 20, 2010

Emerging Markets Monitor

Don't Blame Mother Nature

Otaviano Canuto Jan 12, 2010

US EconoMonitor

Let Them Eat Lobster!

Yves Smith Jan 6, 2010

US EconoMonitor

52% of Small Businesses See Conditions Worsening in Next Six Months

Yves Smith Jan 5, 2010

Emerging Markets Monitor

China New Year, and One More Vote for GDP-Adjusted Bonds

Michael Pettis Jan 4, 2010

Europe EconoMonitor

Why Standard and Poor's are Right to Worry about Spanish Finances

Edward Hugh Dec 22, 2009

US EconoMonitor

If Wall Street Ran the Airlines...

James Kwak Dec 22, 2009

Nouriel Roubini's EconoMonitor

Roubini Speech and Interview on the Global Economy and Latin America at the Council of the Americas

Nouriel Roubini Dec 21, 2009

Global Macro EconoMonitor

Economy Slowly Improving but Risks Posed by Weak Employment and Tight Credit Remain

John Graham and Kate O'Sullivan Dec 18, 2009

US EconoMonitor

U.S. FDI, Growth, and the Capital Stock Abroad

Rebecca Wilder Dec 13, 2009

Daily Digest

Blogs

Beef and Lamb NZ's new season outlook for sheep and beef

Interest.co.nz  Tony Chaston Sep 10, 2010

News

Beef + Lamb sees farms' pre-tax profit dipping

Business Day  Jon Morgan Sep 10, 2010

Analysis

August confidence survey rose further |Construction: Public investment leads the way

KGI Securities  Rakpong Chaisuparakul et al Sep 10, 2010

News

Special Report: Thailand and Health Care Industry

National News Bureau of Thailand  Santibhap Ussavasodhi Sep 10, 2010

Analysis

Chinese Regions Shut Down Factories in Final Dash for Energy-Intensity Cut

IHS Global Insight  Sep 10, 2010

Analysis

Property: New supply led by listed developers |Banpu Plc.: A laggard play

KGI Securities  Thaninee Satirareungchai Sep 09, 2010

News

China's Energy Goals Prompt Scramble

Wall Street Journal  Sep 09, 2010

News

China's August Passenger-Car Sales Growth Accelerates

Bloomberg  Sep 09, 2010

News

Tunisia: Investments in industry related services post 4, 3 % increase

Tunisia Online News  Sep 07, 2010

News

Oman feels weight of cement influx

Financial Times  Peter Shaw-Smith Sep 08, 2010

News

Lebanon’s other struggle for power

Financial Times  Abigail Fielding-Smith Sep 08, 2010

News

Thailand to Sell 52,000 Tons of Raw Sugar in Auction Sept. 15

Bloomberg  Supunnabul Suwannakij Sep 08, 2010

News

Thai rice expected to soar up to 10% following higher demand

National News Bureau of Thailand  Dolsinee Kritayapimonporn Sep 08, 2010

Analysis

India’s Food Processing Looks Promising, Thai Presence Urged

Kasikorn Research  Sep 06, 2010

News

Hungary Short Note, July industry

ERSTE Bank  Sep 08, 2010

News

Growth in Slovakia’s industrial output falls to 16.8 percent in July

The Slovak Spectator  Sep 08, 2010

News

Hungary: Preliminary data about the change in the industrial output, July 2010

Hungarian Statistical Office  Sep 08, 2010

Blogs

Carter urges more loyalty from farmers to meat companies

Interest.co.nz  Tony Chaston Sep 08, 2010

News

Natural Dairy shelves $1.5b expansion plan

New Zealand Herald  Karyn Scherer Sep 08, 2010

News

Agricultural production continues despite quake

ASB Bank  Chris Tennent-Brown Sep 08, 2010

Analysis

Index of Production July 2010

Office for National Statistics  Sep 08, 2010

News

Algeria cereal production falls

Magharebia  Sep 06, 2010

Analysis

Saudi Arabia: Natural gas falls sharply

NCB Capital  Sep 05, 2010

News

Iran to link up with UAE power grid

Emirates 24/7  Sep 06, 2010

Analysis

Israel: Residential construction starts reached an annualized rate of just under 40,000 units in the second quarter

Bank Leumi  Sep 01, 2010

News

Jordan Industrial Production Drops 6.3% in July as Manufacturing Declines

Bloomberg  Massoud A. Derhally Sep 08, 2010

Blogs

Natural Dairy help out in Earthquake relief

Interest.co.nz  Tony Chaston Sep 07, 2010

News

Quake throws lifeline to building industry

Share Chat  Sep 06, 2010

News

Foreign firms to co-invest with Thais on 3G network system in Thailand

Thailand Business News  Sep 07, 2010

Analysis

High season of fiscal spending |Electronics sector: Bad sentiment outweighs good fundamentals

KGI Securities  Rakpong Chaisuparakul Sep 07, 2010

Analysis

Developing World Catches a Fresh IT Wave

Caixin  Andy Xie Sep 07, 2010

News

Stock options could benefit UAE companies

Gulf News  Aya Lowe Sep 07, 2010

News

Lebanon to Delay IPO of Middle East Airlines, Central Bank's Salameh Says

Bloomberg  Massoud A. Derhally Sep 07, 2010

Analysis

Outlook for global infrastructure

UBS  November 2009

News

DOLE, foreign chambers team up to craft industry self-regulation policies

Philippine Star  Mayen Jaymalin Sep 07, 2010

News

Philippines Lose $200,000 on Canceled Tours, China Daily Says

Bloomberg  Sep 06, 2010

News

The green building boom

Bangkok Post  Sep 06, 2010

News

Thailand’s insurance sector unphased by political instability

Thailand Business News  Sep 06, 2010

News

Industrial projects in Map Ta Phut could resume within two weeks

Thailand Business News  Sep 06, 2010

News

FTI: Map Ta Phut projects to resume work in 1-2 weeks

National News Bureau of Thailand  Weeranuwat Saengsawang Sep 06, 2010

Analysis

Life Insurance, June: Recovering After Political Unrest 2010 Growth Hinging on Tax Incentives

Kasikorn Research  Sep 06, 2010

Analysis

Cement: Strong domestic demand |L.P.N. Development: Time to accumulate

KGI Securities  Nat Panassutrakorn et al Sep 06, 2010

Blogs

Toyota Hilux sales lead big rise in sales of new commercial vehicles

Interest.co.nz  Gareth Vaughan Sep 06, 2010

Analysis

Lebanon: Fiscal deficit down 31% to $1.2 bn in first 7 months of 2010

Byblos Bank  Sep 04, 2010

Analysis

GCC: A private sector recovery?

NCB Capital  Sep 04, 2010

News

Lebanon economic growth at 7 percent in 2010 despite expected second-half slowdown

The Daily Star  Sep 06, 2010

News

Steel industry outlook still hazy

China Daily  Sep 03, 2010

News

New Zealand Farmers Seek Reciprocal Rights for China Land Buys

Bloomberg  Wendy Pugh and Phillip Yin Sep 03, 2010

Blogs

The future for Livestock agents?

Interest.co.nz  Tony Chaston Sep 03, 2010

Blogs

Racism claimed in foreign ownership debate

Interest.co.nz  Tony Chaston Sep 03, 2010

Blogs

Seafood is our fifth largest export, from the world's fourth largest fishery

Interest.co.nz  Sep 03, 2010

News

Wholesale and retail hub planned

Bangkok Post  Phusadee Arunmas Sep 03, 2010

Analysis

3G and Mobile Number Portability: Keys to Revamp Mobile Phone Services

Kasikorn Research  Sep 02, 2010

Analysis

Transportation: Tourists return |Map Ta Phut: A favorable ruling

KGI Securities  Suchot Tirawannarat Sep 03, 2010

News

Map Ta Phut resolution sends stock market into upturn

National News Bureau of Thailand  Rungkarn Rujiwarangkul Sep 03, 2010

News

Toyota ups reforestation project funding

Manila Bulletin  Bernie Cahiles-Magkilat Sep 03, 2010

News

Deadline for securing PPP finances for D1 motorway has expired, Transport Minister says

Slovak Spectator  Sep 03, 2010

Analysis

July industrial activities: Inventory cycle at the door of economic slowdown

Korea Investment and Securities  Minkyoo Jun and Eunjung Jin Aug 31, 2010

News

S. Korea: The Service Industry Activity Index in July 2010

Korea National Statistics Office  Sep 03, 2010

News

China Power Cuts to Trim Steel Output, Lift Prices

Bloomberg  Sep 03, 2010

News

Manufacturing destabilized by energy efficiency campaigns

China Economic Review  Sep 03, 2010

Analysis

UAE: Evolving insurance market in Abu Dhabi

Oxford Business Group  Sep 03, 2010

Opinions

In bid for food security, Qatar sows seeds globally

The National  David Lepeska Sep 02, 2010

Analysis

Kuwait economy: Getting serious

Economist Intelligence Unit  Sep 02, 2010

Analysis

Deepwater Horizon Containment and Response: Harnessing Capabilities and Lessons Learned

BP  Sep 02, 2010

News

Court backs Deutsche Post in state aid case

European Voice  Sep 03, 2010

News

Department of Tourism still upbeat on target of 3.3-million visitors

Philippine Star  Sep 03, 2010

Analysis

CPF: Unexciting meat prices in August |Banking: Bullish sector, led by growth

KGI Securities  Aungkana Tungwikromkrai et al Sep 02, 2010

News

Crafar farms' would-be buyer rethinks plans

Business Day  Paul McBeth Sep 03, 2010

News

Thai Court Lifts Ban on Stalled Industrial Projects

Bloomberg  Suttinee Yuvejwattana and Supunnabul Suwannakij Sep 02, 2010

Blogs

Hot topic in dairying

Interest.co.nz  Tony Chaston Sep 02, 2010

News

German New-Car Sales Slow

Wall Street Journal  Harriet Torry Sep 02, 2010

Analysis

SA Motor Alert: Sales cycle impresses

Standard Bank  Shireen Darmalingam Sep 02, 2010

News

South African Vehicle Sales Climb 37% as Low Interest Rates Spur Spending

Bloomberg  Nasreen Seria Sep 02, 2010

News

Nordic insurers to return to growth in 2010-2011 but volatility remains

PostOnline  Amy Ellis Sep 02, 2010

News

UAE: Economy minister projects 2.5% growth for 2010

Emirates 24/7  Sep 02, 2010

Blogs

Plastics make perfect for Saudi Arabia’s global giant

Financial Times (beyondbrics)  Robin Wigglesworth Sep 02, 2010

News

GM, Ford Sales Slump as `Nervous' Buyers Stay Away

Bloomberg  Keith Naughton and Tim Higgins Sep 01, 2010

Blogs

Some comments on August ISM Manufacturing Index

Calculated Risk  Bill McBride Sep 01, 2010

Blogs

Will SCF investors deploy their NZ$1.6 billion windfall into property rather than banks?

Interest.co.nz  Bernie Cahiles-Magkilat Sep 01, 2010

Blogs

Thoughts on South Canterbury Finance saga

The Visible Hand in Economics  Matt Nolan Aug 31, 2010

News

Keep South Canterbury in perspective: NZIER chief economist

Business Wire  Aug 31, 2010

News

South Canterbury bailout bill: $405 each

New Zealand Herald  Adam Bennett Sep 01, 2010

News

Govt moves to end Map Ta Phut saga Cabinet approves list of harmful industries

Bangkok Post  Sep 01, 2010

Analysis

Industrial estates: Auto-drive mode |Banpu Plc.: CEY acquisition to finish in September

KGI Securities  Thaninee Satirareungchai Sep 01, 2010

News

New Zealand's South Canterbury Collapses

Wall Street Journal  Rebecca Aug 31, 2010

News

Polish Manufacturing Grows at Fastest Pace Since 2007 on Domestic Demand

Bloomberg  Monika Rozlal and Dorota Bartyzel Sep 01, 2010

Analysis

ISM manufacturing index shows better than expected performance in August

TD Bank Financial Group  Martin Schwerdtfeger Sep 01, 2010

Analysis

August 2010 Manufacturing ISM Report On Business: PMI Rises to 56.3%

Institute for Supply Management  Sep 01, 2010

Analysis

July 2010 U.S. Construction Spending at $805.2 Billion Annual Rate

U.S. Census Bureau  Sep 01, 2010

News

India’s Manufacturing Growth Slowed Last Month, PMI Data Shows

Bloomberg  Kartik Goyal Sep 01, 2010

Analysis

Saudi Arabia Cement Sector: Outlook remains tough

NCB Capital  August 2010

Blogs

Farmers face a new set of rules to farm under One Plan

Interest.co.nz  Tony Chaston Aug 31, 2010

News

Consents for new houses down in July

Statistics New Zealand  Geoff Bascand Aug 31, 2010

Analysis

Thai Machinery: Exports Top THB140 Bn. – Indochinese Market Recommended

Kasikorn Research  Aug 30, 2010

Analysis

Chemical: Continue moving up |Tipco Asphalt: Exports- a catalyst to long-term growth

KGI Securities  Sutthichai Kumworachai Aug 31, 2010

News

Private sector gives government 30 days to finish IRR for MVDP

Philippine Star  Elisa P. Osorio Sep 01, 2010

 

MACRO AND STRATEGY FIXTURES



RGE STRATEGY
September 2010 Cross Asset Monthly
Executive Summary | The Big Picture
Commodities | Currencies | Fixed Income
Emerging Markets | Credit | Equity
Financial Institutions

RGE MACRO
Q3 2010 Update - Global Economic Outlook
Table of Contents | Global Overview
7/15/2010 | Last Updated


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FEATURED ANALYSIS

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Featured Critical Issue

Despite stabilization in the economy, consumer sentiment remains at low levels as consumers are still highly leveraged and remain under pressure from high job losses...
 

Featured Analysis

Q3 2010 Geostrategy Note: Nascent Nukes, Portly PIIGS and the Taliban

By Michael Moran Aug 04, 2010

“A Taliban victory in Afghanistan would have implications for the dollar and likely for stock exchanges in Europe, India, Hong Kong, Sydney, Seoul, Tokyo and other places where U.S. influence underpins basic assumptions about global stability.”


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